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This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.
Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.
Short e-learning course covering how to set up and pay expenses to a visitor via Concur.
This course is mandatory for any member of staff who will require access to the visitor onboarding form which is used to set up the visitor account in Concur.
This online course provides an overview of the use of Microsoft SharePoint to store documents and also provides access to further resources.
Each department has one or more nominated Finance Key Contacts.
They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:
- Requesting and amending user access to UFS
- Receiving communications and reports
- Requesting new suppliers
This course tells you all about the role of a Key Contact and what it entails.
The course should work fine on most modern Smartphones and on tablet devices too.
Once you've booked onto this course you will receive an email with the web link to access the materials.
Booking onto this course can only be done through your department Key Contact
- They will confirm the level of access which you will require
- The course booking request will be made by them via the UFS responsibility access form
Once this request has been submitted by your Key Contact, you should receive an email within 1-2 working days with links to the course/(s) that you need to complete.
iProcurement Courses Available
- Introduction to iProcurement (New for R12.2)
- iProcurement: Buyers Work Centre (New for R12.2)
- iProcurement: Approving (New for R12.2)
- iProcurement: Autocreating (New for R12.2)
On-demand package - Chart of Accounts and Account Enquiry
This package covers the following areas:
- Account code structure
- Running an account enquiry
- Using summary templates
- Running a budget enquiry
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/mod/scorm/view.php?id=18767511
On-demand package - Cognos
This package covers the following areas:
- Setting up Cognos
- Setting up a report view
- Scheduling a report
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/course/view.php?id=202191
Setting up a new supplier
This brief course, intended for key contacts, will explain the process of setting up a supplier, especially the documents that are required before the supplier can be set up by the supplier database team.
- Self-test knowledge check (successful completion of this knowledge check will enable Finance Training to add this to your training record)
Click on this link to access the course https://www.vle.cam.ac.uk/course/view.php?id=233591
This is a classroom version of the Cognos Introduction held at Greenwich House - All delegates will need to bring a laptop (docking stations, monitors, external keyboard and mice will be available in the room)
Please note - there is no parking available at Greenwich House. The Madingley Park and Ride is a 15 minute walk and the Universal Bus stops on Madingley Road.
Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This introductory course is designed for new reporters - covering everything from running a report successfully as well as a number of useful tips and shortcuts.
Note: This course is mandatory in order to attend either of the following two courses below.
What this introductory course does not do is go through in detail the outputs of each individual report. Report outputs are explained in further detail in the courses above.
Cannot make any dates? See the on-demand online version of the course. Completion of this course will count as Cognos attendance for the purpose of acceptance onto the above courses. You should ask your Key Contact to request Cognos access for you, prior to working through the on-demand material.
Date | Availability | |
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Thu 2 May 2024 | 09:30 | Not bookable |
Thu 18 Jul 2024 | 09:30 | [Places] |
This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:
- Summary financial information for Projects
- Detailed expenditure analysis
- Management reports for Grants due to close
In this course we will not access the Grants module in CUFS.
The course material will be split across 2 webinars on consecutive days
The session will look at more advanced formulas and macros using the recorder and VBA tools.
The formulas covered in this course include SUMIF and COUNTIF which will allow the user to quickly summarise data.
Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.
The session will run on Teams and delegates must be able to access Excel during the session
Date | Availability | |
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Thu 4 Jul 2024 | 09:30 | [Places] |